Explore Your Financial Future

Initial Consultation - Explore Your Financial Future

This one-time consultation is a comprehensive 30-60 minute session to assess your financial health and recommend a customized path forward.

During this session, you will:

• Explore available pathways (budgeting, estate planning, entrepreneurship, credit, and more)
• Receive guidance on the best package to meet your financial and business needs

Note: The $350 consultation fee is credited toward your selected service package if a service package is purchased within 30 days.

No Refunds!!